Vector Wealth Management’s iShares MSCI Emerging Markets ETF EEM Stock Holding History

Vector Wealth Management’s Portfolio EEM Stock Details EEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$1.73M	Buy	49,458 +4,954	+11%	+$179K	1.22%	16
2016 Q3	$1.67M	Sell	44,504 -900	-2%	-$32.9K	1.14%	16
2016 Q2	$1.56M	Sell	45,404 -5,456	-11%	-$183K	1.06%	17
2016 Q1	$1.74M	Sell	50,860 -1,390	-3%	-$43.1K	1.29%	15
2015 Q4	$1.68M	Buy	52,250 +4,833	+10%	+$166K	1.31%	16
2015 Q3	$1.61M	Buy	47,417 +31,723	+202%	+$1.12M	1.27%	16
2015 Q2	$622K	Hold	15,694	–	–	0.49%	28
2015 Q1	$630K	Buy	15,694 +1,155	+8%	+$45.9K	0.51%	23
2014 Q4	$571K	Buy	14,539 +5,973	+70%	+$243K	0.43%	25
2014 Q3	$356K	Buy	8,566 +2,604	+44%	+$115K	0.26%	36
2014 Q2	$258K	Buy	5,962 +485	+9%	+$20.6K	0.19%	44
2014 Q1	$225K	Hold	5,477	–	–	0.16%	47
2013 Q4	$229K	Buy	+5,477	New	+$229K	0.16%	49

Other funds holding EEM

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

OTPPB

Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $3.46B AUM 7.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Passport Capital San Francisco, California $394M AUM 50.67% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Vector Wealth Management's EEM Position: Q4 2016 in Review

Vector Wealth Management increased its iShares MSCI Emerging Markets ETF (EEM) stake by 11% in Q4 2016, buying an estimated $179K and bringing the position to 49,458 shares worth $1.73M. The position accounts for 1.22% of the portfolio, ranked #16.

Vector Wealth Management first reported a position in EEM in Q4 2013 and has held it in 13 quarters since. The position peaked at $1.74M in Q1 2016. 858 funds tracked by Wall St. Rank hold EEM as of Q4 2016.

Vector Wealth Management held 49,458 shares of iShares MSCI Emerging Markets ETF worth $1.73M as of Q4 2016.
Vector Wealth Management bought 4,954 iShares MSCI Emerging Markets ETF shares in Q4 2016, an estimated $179K.
iShares MSCI Emerging Markets ETF made up 1.22% of Vector Wealth Management's portfolio in Q4 2016, its #16 holding.
Vector Wealth Management first reported a position in iShares MSCI Emerging Markets ETF in Q4 2013 and has held it in 13 quarters since.
Vector Wealth Management's iShares MSCI Emerging Markets ETF position peaked at $1.74M in Q1 2016.
858 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q4 2016.

Based on Vector Wealth Management's 13F filing for Q4 2016, filed 7 Feb 2017.